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iShares Short Maturity Bond ETF
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Overview Fund Activity

346 hedge funds and large institutions have $2.49B invested in iShares Short Maturity Bond ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+20
Holders Change %
+6.13%
% of All Funds
4.61%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.17%
New
54
Increased
123
Reduced
112
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$145M
2
Ameriprise
Ameriprise
Minnesota
$27M
3
MAG
Members Advisory Group
New York
$18M
4
Wells Fargo
Wells Fargo
California
$98.2M
5
BI
Bramshill Investments
Florida
$163M

Top Sellers

1
BlackRock
BlackRock
New York
$48M
2
Renaissance Technologies
Renaissance Technologies
New York
$26.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.6M
4
Citadel Advisors
Citadel Advisors
Florida
$419K
5
PA
Pinnacle Associates
New York
$392K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
MidAtlantic Capital Management
Virginia
$45.3K +$45.3K +897 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$44.4K +$44.4K +880 New
AWM
303
AE Wealth Management
Kansas
$43.3K +$43.3K +858 New
LFA
304
LGT Financial Advisors
Texas
$37.7K -$67.2K -1,330 -64%
PPWM
305
PFG Private Wealth Management
Florida
$35.4K – – –
HC
306
Hurley Capital
New York
$33.3K +$33.3K +659 New
HC
307
Hoese & Co
Minnesota
$30.3K +$30.3K +600 New
DF
308
Dunhill Financial
United Kingdom
$25.3K – – –
FMP
309
Financial Management Professionals
Texas
$25K – – –
FFA
310
Founders Financial Alliance
North Carolina
$24.8K – – –
IA
311
IFG Advisory
Georgia
$22.4K +$22.4K +25,000 New
RI
312
Ridgewood Investments
New Jersey
$20.9K – – –
LDB
313
Lee, Danner & Bass
Tennessee
$20.2K +$20.2K +400 New
FF
314
Friedenthal Financial
New Jersey
$18.2K +$3.69K +73 +25%
GWM
315
Geneos Wealth Management
Colorado
$18.1K – – –
SIS
316
Sound Income Strategies
Florida
$16.1K – – –
BC
317
Barrett & Company
Rhode Island
$14.9K – – –
HT
318
Headlands Technologies
Illinois
$13.5K +$13.5K +267 New
SWM
319
Sanctuary Wealth Management
Idaho
$10.9K – – –
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$10.7K +$10.7K +212 New
GFPC
321
Global Financial Private Client
Florida
$10.1K – – –
CFGS
322
Concourse Financial Group Securities
Alabama
$9.46K +$354 +7 +4%
IA
323
IFP Advisors
Florida
$8.84K -$22.7K -450 -72%
CSB
324
City State Bank
Iowa
$8.79K – – –
WWP
325
WR Wealth Planners
Missouri
$8.69K -$7.98K -158 -48%
11 12
13
14 15